Miller Howard Investments Inc /Ny
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$3.66B
Q ending 2026-03-31
Prior quarter
$3.31B
Q ending 2025-12-31
Change
+10.4% QoQ · +16.5% YoY
Positions
138
reported holdings
Largest positions
Top 100 of 138 reported positions by value, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Mplx Lp Com Unit Rep Ltd | MPLX | Shares | $127.8M | 2.2M |
| Enterprise Prods Partners L P | EPD | Shares | $119.6M | 3.2M |
| Energy Transfer L P Com Ut Ltd | ET | Shares | $100.7M | 5.2M |
| Johnson & Johnson Com | JNJ | Shares | $98.8M | 404K |
| Gsk Plc Sponsored Adr | GSK | Shares | $89.9M | 1.6M |
| Abbvie Inc Com | ABBV | Shares | $86.6M | 398K |
| Exelon Corp Com | EXC | Shares | $82.6M | 1.7M |
| Tc Energy Corp Com | TRP | Shares | $81.0M | 1.3M |
| Conocophillips Com | COP | Shares | $80.5M | 610K |
| State Str Corp Com | STT | Shares | $75.4M | 596K |
| Canadian Nat Res Ltd Com | CNQ | Shares | $70.2M | 1.4M |
| Entergy Corp New Com | ETR | Shares | $69.6M | 619K |
| Old Rep Intl Corp Com | ORI | Shares | $66.2M | 1.7M |
| East West Bancorp Inc Com | EWBC | Shares | $65.4M | 612K |
| Western Midstream Partners Lp | WES | Shares | $65.3M | 1.6M |
| Enbridge Inc Com | ENB | Shares | $63.4M | 1.2M |
| Williams Cos Inc Com | WMB | Shares | $63.3M | 870K |
| Plains All Amern Pipeline L P | PAA | Shares | $62.6M | 2.8M |
| Medtronic Plc Shs | Shares | $61.9M | 715K | |
| Kinder Morgan Inc Del Com | KMI | Shares | $61.1M | 1.8M |
| Lamar Advertising Co New Cl A | LAMR | Shares | $59.3M | 468K |
| Hess Midstream Lp Cl A Shs | HESM | Shares | $58.0M | 1.5M |
| Targa Res Corp Com | TRGP | Shares | $57.8M | 231K |
| Cme Group Inc Com | CME | Shares | $57.7M | 195K |
| Verizon Communications Inc Com | VZ | Shares | $55.1M | 1.1M |
| Gilead Sciences Inc Com | GILD | Shares | $54.8M | 393K |
| Phillips 66 Com | PSX | Shares | $53.6M | 294K |
| Citigroup Inc Com New | C | Shares | $53.3M | 470K |
| Sunoco Lp/Sunoco Fin Corp Com | SUN | Shares | $53.0M | 816K |
| Snap On Inc Com | SNA | Shares | $51.2M | 141K |
| Bank America Corp Com | BAC | Shares | $50.5M | 1.0M |
| Equity Lifestyle Properties In | ELS | Shares | $49.9M | 800K |
| Cheniere Energy Inc Com New | LNG | Shares | $46.8M | 165K |
| Host Hotels & Resorts Inc Com | HST | Shares | $46.3M | 2.4M |
| Nutrien Ltd Com | NTR | Shares | $46.0M | 610K |
| Eastman Chem Co Com | EMN | Shares | $45.8M | 600K |
| Goldman Sachs Group Inc Com | GS | Shares | $45.6M | 54K |
| Bank New York Mellon Corp Com | BNY | Shares | $45.1M | 380K |
| Cisco Sys Inc Com | CSCO | Shares | $44.5M | 574K |
| M & T Bk Corp Com | MTB | Shares | $44.0M | 213K |
| Omnicom Group Inc Com | OMC | Shares | $43.8M | 582K |
| Cms Energy Corp Com | CMS | Shares | $43.7M | 563K |
| Regions Financial Corp New Com | RF | Shares | $41.5M | 1.6M |
| Us Bancorp Del Com New | USB | Shares | $41.4M | 796K |
| Gap Inc/The | GAP | Shares | $41.2M | 1.7M |
| Paychex Inc Com | PAYX | Shares | $39.7M | 431K |
| Comcast Corp New Cl A | CMCSA | Shares | $36.7M | 1.3M |
| Genesis Energy L P Unit Ltd Pa | GEL | Shares | $35.3M | 2.0M |
| Plains Gp Hldgs L P Ltd Partnr | PAGP | Shares | $34.5M | 1.4M |
| Texas Instrs Inc Com | TXN | Shares | $34.2M | 176K |
| Oge Energy Corp Com | OGE | Shares | $33.8M | 705K |
| Oneok Inc New Com | OKE | Shares | $32.4M | 358K |
| Hormel Foods Corp | HRL | Shares | $32.2M | 1.4M |
| Dt Midstream Inc Common Stock | DTM | Shares | $32.1M | 239K |
| Ishares Tr Select Divid Etf | DVY | Shares | $27.9M | 184K |
| Antero Midstream Corp Com | AM | Shares | $26.0M | 1.1M |
| Pembina Pipeline Corp Com | PBA | Shares | $25.4M | 568K |
| Coca Cola Co Com | KO | Shares | $24.6M | 323K |
| Keyera Corp Com | Shares | $22.7M | 590K | |
| Stag Indl Inc Com | STAG | Shares | $21.2M | 587K |
| South Bow Corp | SOBO | Shares | $17.6M | 528K |
| Sempra Com | SRE | Shares | $16.7M | 172K |
| Nextera Energy Inc Com | NEE | Shares | $14.8M | 159K |
| Centerpoint Energy Inc Com | CNP | Shares | $14.8M | 342K |
| Constellation Energy Corp Com | CEG | Shares | $12.4M | 45K |
| Marathon Pete Corp Com | MPC | Shares | $11.5M | 47K |
| Xcel Energy Inc | XEL | Shares | $11.3M | 142K |
| Ameren Corp Com | AEE | Shares | $11.0M | 100K |
| Ppl Corp Com | PPL | Shares | $10.8M | 283K |
| American Tower Corp New Com | AMT | Shares | $10.6M | 61K |
| Waste Mgmt Inc Del Com | WM | Shares | $10.4M | 45K |
| National Grid Plc Sponsored Ad | NGG | Shares | $10.2M | 120K |
| Gibson Energy Inc Com | Shares | $10.2M | 479K | |
| T-Mobile Us Inc Com | TMUS | Shares | $9.8M | 47K |
| Csx Corp Com | CSX | Shares | $9.8M | 239K |
| Atmos Energy Corp Com | ATO | Shares | $9.6M | 52K |
| Nisource Inc Com | NI | Shares | $9.0M | 194K |
| Equinix Inc Com | EQIX | Shares | $8.4M | 9K |
| At&T Inc Com | T | Shares | $8.2M | 284K |
| American Wtr Wks Co Inc New Co | AWK | Shares | $8.0M | 58K |
| Union Pac Corp Com | UNP | Shares | $7.3M | 30K |
| Kinetik Holdings Inc Com New C | KNTK | Shares | $7.1M | 146K |
| Antero Resources Corp Com | AR | Shares | $6.6M | 155K |
| Valero Energy Corp Com | VLO | Shares | $6.6M | 27K |
| Cheniere Energy Partners Lp Co | CQP | Shares | $6.5M | 101K |
| Fedex Corp Com | FDX | Shares | $6.4M | 18K |
| Suncor Energy Inc New Com | SU | Shares | $6.3M | 95K |
| Occidental Pete Corp Com | OXY | Shares | $5.8M | 89K |
| Sunococorp Llc Llc | SUNC | Shares | $5.5M | 89K |
| Waste Connections Inc Com | WCN | Shares | $5.3M | 33K |
| Apa Corp | APA | Shares | $5.0M | 118K |
| American Elec Pwr Co Inc Com | AEP | Shares | $4.6M | 35K |
| Rockpoint Gas Storage Inc Clas | RPGSF | Shares | $4.6M | 230K |
| Gulfport Energy Corp | GPOR | Shares | $4.6M | 22K |
| Ferrovial Se Ord | Shares | $4.5M | 70K | |
| Chord Energy Corporation Com N | CHRD | Shares | $4.3M | 30K |
| Vistra Corp Com | VST | Shares | $4.2M | 28K |
| Select Water Solutions Inc | WTTR | Shares | $4.0M | 261K |
| Southern Co Com | SO | Shares | $3.6M | 37K |
| Duke Energy Corp New Com New | DUK | Shares | $2.8M | 21K |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.